Associate Financial Advisor - Hybrid; 3 days onsite

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor| Wealth Management Firm| SF| Hybrid; 3 days onsite Our client is a highly respected wealth management firm with a strong track record advising high-net-worth individuals, families, and institutions. They’re known for a thoughtful, full-picture approach to planning and investing, and for building lasting client relationships. The firm offers a collaborative, values-driven environment with real growth potential. This is a client-facing role with a clear path to becoming a lead advisor, strong mentorship, and exposure to complex work. You’ll also get competitive benefits, fully covered healthcare, generous PTO, 401k match, and a hybrid schedule in San Francisco. ResponsibilitiesPartner with advisors to support high-net-worth clients Build and deliver financial plans Support tax, estate, and investment planning initiatives Analyze portfolios and help develop client recommendations Prepare client materials, proposals, and meeting follow-ups Manage ongoing client engagement and day-to-day communication Collaborate with senior advisors and investment team on tailored strategiesFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.